Crypto has several secular tailwinds at its back, most notably the rise of digitization, global growth shortage, record low rates, and widening wealth inequality....

In this report, we dig in to the yield farming frenzy in DeFi. We unpack the latest insights ranging from the widespread impact it has had on the industry, what needs to be improved, upcoming opportu...

Gold's latest surge puts it among this year's best performing assets, outpacing global equities by 34 percentage points YTD and marking its largest gain through August 6th since the early 1970s. Notab...

Bitcoin and Ethereum have finally come to life after a DeFi lead 'alt season'. In this Bitcoin Outlook for August, we explore likely reasons why ETH lead this recent rally....

We’re back in the manic phase of crypto, where it’s too hard to keep up with the latest DeFi liquidity mining (yield farming) play. By the time you visit a project’s site, their token is already up an...

Political responses to the coronavirus outbreak have exposed just how deeply-rooted today’s “Dollar Standard” is and the potential consequences of such a dominant world reserve currency....

PieDAO is an interesting project which combines DAOs and DeFi to create a new way to manage and create crypto index funds....

We have been asked to weigh in on the “great decoupling” debate quite a bit recently, so here’s some quick thoughts on the evolving relationship between BTC and the performance of risk assets....

An update to our popular series focused on making the argument for traditional money managers to look at crypto....

Our December 2020 analyst call provides an overview on 0x, recent Kyper update as well as recent treasury moves....

For our October 2019 analyst call we spent time covering Synthetic Asset Protocols and developer accrual value as well as a robust overview on Decred....

Our March 2019 analyst call focuses on the Enjin Coin, Cosmos, Bitcoin, Ethereum, and Market Outlook...